Michael K. Simpson portfolio
Michael K. Simpson has represented ID's 2nd district in the House since 1999. Committee seats: Appropriations. Michael K. Simpson has disclosed 152 trades (51 purchases, 101 sales); the latest was on Mar 14, 2023. Over the past year the disclosed stock holdings returned +18.8%, against +11.9% for the S&P 500.
Est. value $550K across 16 stocks and ETFs, marked to the latest close
| Investment | Est. holding value | Last transaction | Total bought | Avg. cost | Since filed | Current price | Trades |
|---|---|---|---|---|---|---|---|
| TROWD.A. Davidson T. Rowe Price group, Inc. | $124K | Aug 3, 2022Purchase | $47K–180K5 purchases | $96.99 | +13.08% | $105.57 | 5 |
| FXNEnergy AlphaDEX Fund | $110K | Mar 16, 2016Purchase | $30K–100K2 purchases | $14.56 | +69.00% | $24.64 | 2 |
| USBU.S. Bancorp | $53K | Mar 14, 2023Purchase | $15K–50K1 purchase | $37.51 | +108.12% | $60.63 | 1 |
| FEIMlP and En ergy IncomeFund Common Shares of benef icialInterest | $49K | Mar 26, 2020Purchase | $17K–80K3 purchases | $11.63 | — | — | 3 |
| PSXFirst Trust MlP & Energy Income Fund Phillips 66 | $43K | Mar 25, 2020Purchase | $1K–15K1 purchase | $50.50 | +247.60% | $274.01 | 1 |
| FVDFirst Trust Vl Dividend | $34K | Sep 21, 2015Purchase | $2K–30K2 purchases | $23.65 | +109.77% | $50.41 | 2 |
| RDVYDividendAchievers ETF | $31K | Sep 21, 2015Purchase | $1K–15K1 purchase | $20.77 | +272.37% | $80.02 | 1 |
| UALPhillips 66 United Airlines Holdings, Inc. | $24K | Mar 26, 2020Purchase | $1K–15K1 purchase | $35.55 | +262.56% | $106.81 | 1 |
| FXGFirst Trust Cons. Staples alph aDEX | $22K | Sep 21, 2015Purchase | $2K–30K2 purchases | $43.35 | +38.47% | $60.88 | 2 |
| IPKWPowerShares Internation al BuyBackachievers Portfolio | $17K | Apr 23, 2015Purchase | $1K–15K1 purchase | $28.20 | +116.85% | $60.23 | 1 |
| BOTZIntelligence ETF | $11K | Nov 10, 2017Purchase | $1K–15K1 purchase | $24.06 | +43.37% | $33.42 | 1 |
| BAP boeing Company | $9K | Mar 25, 2020Purchase | $1K–15K1 purchase | $158.73 | +13.18% | $171.34 | 1 |
| AALAmerican Airlines Group, Inc. | $8K | Mar 18, 2021Purchase | $2K–30K2 purchases | $24.70 | -26.99% | $12.90 | 2 |
| JHBTarget Term Fund Nuveen High Income November 2021 Target Term Fund | $8K | May 12, 2017Purchase | $1K–15K1 purchase | $10.18 | — | — | 1 |
| AOZOYP aozora Bank ltd Sponsored a DR | $5K | Mar 17, 2014Purchase | $1K–15K1 purchase | $7.38 | -31.27% | $5.00 | 1 |
| CIMCompany Chimera Investment Corporation | $2K | Mar 25, 2020Purchase | $1K–15K1 purchase | $27.96 | -67.75% | $8.46 | 1 |
Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 29, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.